Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Edward McKee is a registered representative of Raymond James Financial Services Advisors, Inc. and has been in the financial services industry since 1998. Bruce has experience working with a variety of clients, including individuals, families, corporations, and institutions. Bruce is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Bruce holds the Series 31, Series 7, Series 9, Series 10, and Series 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
09/29/2010 - Present
Raymond James Financial Services Advisors, Inc. (LISLE IL)
IL
03/14/2003 - 09/30/2010
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
NY
09/01/2000 - 04/03/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/01/1998 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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